Miriam Rozen

Low rates and longer lives make the conventional wisdom of 4% withdrawal rates obsolete.

These investment strategists say they believe the emerging economies in the world are where equity opportunities are to be found.

When interviewing, hiring, and onboarding recent college graduates, financial planning firm leaders should plan to ask tough and innovative questions, listen extensively, and spend much more time and energy offering the new employees honest compliments rather than just criticizing them.

Topics at this Women Advisors Forum event included behavioral finance, tools for working with widows and divorcees, the need for succession planning, strategies for philanthropic giving, ways to get more women into the planning industry and more.

What is a “madvocate" and how can you insure they aren't contagious?

When it comes to succession planning, starting early, preparing well and mentoring all help make a transition smooth.

Most clients enter a financial planner’s office with high expectations so it’s important to discuss their views on risk at an early stage in the relationship.